Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $333 Billion
  • Q1 2025

Long View Wealth Management has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $22.8B, Home Depot, Inc. with a value of $14.5B, Apple Inc. with a value of $14B, Ishares Morningstar Growth ETF with a value of $11.9B, and Capital Group Growth ETF Shs C with a value of $10.7B.

Examining the 13F form we can see an increase of $5.3B in the current position value, from $328B to 333B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $333 Billion
ETFs: $184 Billion
Consumer Cyclical: $30.9 Billion
Technology: $22.3 Billion
Financial Services: $14.4 Billion
Consumer Defensive: $10 Billion
Healthcare: $7.41 Billion
Utilities: $6.7 Billion
Industrials: $5.95 Billion
Other: $13.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Billion 6.84% of portfolio
815,541
Q1 2025 Added 6.27%
$0
$10.7 Billion 3.22% of portfolio
313,451
Q1 2025 Added 5.02%
$0
$9.25 Billion 2.77% of portfolio
418,981
Q1 2025 Added 6.45%
$0
$8.22 Billion 2.47% of portfolio
22,177
Q1 2025 Reduced 1.32%
$0
$7.51 Billion 2.25% of portfolio
164,488
Q1 2025 Added 5.15%
$0
$7.28 Billion 2.18% of portfolio
42,135
Q1 2025 Added 5.31%
$0
$6.93 Billion 2.08% of portfolio
91,666
Q1 2025 Added 9.01%
$0
$6.41 Billion 1.92% of portfolio
161,524
Q1 2025 Reduced 6.5%
$0
$6.28 Billion 1.88% of portfolio
80,227
Q1 2025 Reduced 2.22%
$0
$6.03 Billion 1.81% of portfolio
118,852
Q1 2025 Added 1.23%
$0
$5.16 Billion 1.55% of portfolio
144,682
Q1 2025 Added 2.07%
$0
$5.06 Billion 1.52% of portfolio
10,789
Q1 2025 Reduced 1.56%
$0
$4.83 Billion 1.45% of portfolio
21,784
Q1 2025 Added 0.32%
$0
$4.56 Billion 1.37% of portfolio
182,243
Q1 2025 Added 17.52%
$0
$4.05 Billion 1.22% of portfolio
112,160
Q1 2025 Added 3.36%
$0
$3.98 Billion 1.19% of portfolio
156,793
Q1 2025 Added 3.2%
$0
$2.42 Billion 0.73% of portfolio
8,801
Q1 2025 Added 0.09%
$0
$2.23 Billion 0.67% of portfolio
43,958
Q1 2025 Reduced 4.95%
$0
$1.95 Billion 0.59% of portfolio
87,015
Q1 2025 Added 3.02%
$0
$1.93 Billion 0.58% of portfolio
16,647
Q1 2025 Added 22.58%
$0
$1.93 Billion 0.58% of portfolio
7,444
Q1 2025 Added 19.99%
$0
$1.9 Billion 0.57% of portfolio
66,946
Q1 2025 Added 3.14%
$0
$1.84 Billion 0.55% of portfolio
13,092
Q1 2025 Reduced 0.02%
$0
$1.65 Billion 0.49% of portfolio
15,608
Q1 2025 Added 0.39%
$0
$1.59 Billion 0.48% of portfolio
47,467
Q1 2025 Added 15.22%
$0
$1.59 Billion 0.48% of portfolio
31,754
Q1 2025 Reduced 4.37%
$0
$1.36 Billion 0.41% of portfolio
50,485
Q1 2025 Added 0.16%
$0
$1.34 Billion 0.4% of portfolio
54,842
Q1 2025 Reduced 12.62%
$0
$1.33 Billion 0.4% of portfolio
6,590
Q1 2025 Reduced 1.45%
$0
$1.3 Billion 0.39% of portfolio
4,195
Q1 2025 Added 1.35%
$0
$1.26 Billion 0.38% of portfolio
12,695
Q1 2025 Added 0.65%
$0
$1.24 Billion 0.37% of portfolio
11,752
Q1 2025 Added 13.36%
$0
$1.23 Billion 0.37% of portfolio
27,243
Q1 2025 Reduced 3.54%
$0
$1.24 Billion 0.37% of portfolio
25,366
Q1 2025 Added 0.82%
$0
$1.11 Billion 0.33% of portfolio
8,466
Q1 2025 Reduced 18.63%
$0
$1.03 Billion 0.31% of portfolio
11,014
Q1 2025 Reduced 1.7%
$0
$1.01 Billion 0.3% of portfolio
37,822
Q1 2025 Reduced 9.84%
$0
$995 Million 0.3% of portfolio
10,717
Q1 2025 Added 4.65%
$0
$976 Million 0.29% of portfolio
17,087
Q1 2025 Added 67.49%
$0
$973 Million 0.29% of portfolio
1,731
Q1 2025 Added 15.55%
$0
$958 Million 0.29% of portfolio
41,660
Q1 2025 Added 14.5%
$0
$967 Million 0.29% of portfolio
18,951
Q1 2025 Added 303.21%
$0
$927 Million 0.28% of portfolio
4,779
Q1 2025 Added 2.66%
$0
$909 Million 0.27% of portfolio
4,878
Q1 2025 Reduced 13.65%
$0
$868 Million 0.26% of portfolio
17,509
Q1 2025 Added 32.34%
$0
$824 Million 0.25% of portfolio
26,810
Q1 2025 Reduced 2.13%
$0
$840 Million 0.25% of portfolio
6,516
Q1 2025 Added 6.49%
$0
$815 Million 0.24% of portfolio
12,826
Q1 2025 Added 4.34%
$0
$779 Million 0.23% of portfolio
4,494
Q1 2025 Reduced 0.44%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $333 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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